Reduce your financial stress.

Start Planning

Reduce your financial stress.

Start Planning

How It Works

Start by creating a profile and then let PlanEasy prompt you for more info.

PlanEasy will walk you through how to create your very own financial plan. Don’t worry, we’ll handle all the tough calculations, integrate existing government programs and prompt you when decisions are required.

PlanEasy will also track your financial health using metrics like net worth, debt to income ratios, credit score etc. As you execute your financial plan you can see your financial health metrics evolve in real time.

How It Works

Start by creating a profile and then let PlanEasy prompt you for more info.

PlanEasy will walk you through how to create your very own financial plan. Don’t worry, we’ll handle all the tough calculations, integrate existing government programs and prompt you when decisions are required.

PlanEasy will also track your financial health using metrics like net worth, debt to income ratios, credit score etc. As you execute your financial plan you can see your financial health metrics evolve in real time.

Put your money to work

  • Tell PlanEasy about your regular income
  • Add any recent windfalls (annual bonus, tax return, gift, inheritance)
  • Budget for regular monthly expenses & minimum payments on debt
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Expect the unexpected

  • Budget for infrequent expenses. PlanEasy will prompt you with examples like car license renewal, car maintenance, home maintenance, birthday gifts, vacations etc
  • Start building an emergency fund. Let PlanEasy help you decide the right amount.

Don't leave money on the table

  • Tell PlanEasy about employer matched retirement funds & employee profit sharing plans to possibly take advantage of
  • Let PlanEasy find eligible government programs and grants
  • Let PlanEasy looks for ways to reduce your taxes now and in the future

Pay down debt and evaluate assets

  • Tell PlanEasy about your debts
  • Tell PlanEasy about your assets
  • Let PlanEasy recommend a debt pay down strategy

Set and review financial goals

  • Choose savings goals like down payment on a new home, wedding, parental leave, children’s education, retirement, new car, bigger house, vacation home, expensive toys, vacation/travel etc. Or create your own custom savings goal.
  • PlanEasy will automatically breakdown your goals into smaller chunks tied to your pay cycle.

Investment planning and risk management

  • Create an investment plan
  • Reduce risk with insurance (when applicable)
  • Wills and power of attorney (when applicable)

Repeat

Review and repeat as often as you need to keep yourself on track. Daily, weekly, monthly.

As you hit your short term goals your current net worth, estimated five year net worth and estimated net worth at retirement will all update automatically.

We recommend reviewing your financial plan for 5-10 minutes every payday to ensure you’re hitting your short, medium, and long term goals.

Find out why PlanEasy is right for you.

Repeat

Review and repeat as often as you need to keep yourself on track. Daily, weekly, monthly.

As you hit your short term goals your current net worth, estimated five year net worth and estimated net worth at retirement will all update automatically.

We recommend reviewing your financial plan for 5-10 minutes every payday to ensure you’re hitting your short, medium, and long term goals.

Find out why PlanEasy is right for you.

Financial planning made easy.

* Limit of one 24hr priority question per month after which response time is extended to max 72 hours. Exludes weekends and holidays.

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